Fiscal Years and Billing Periods

Video Version

Set Fiscal Years

Select Fiscal Years List from the Billing Periods menu, and edit by clicking on the year or create new using the green “New” button. 

Name the year and set the Fiscal Year beginning and ending dates. 

Set Billing Periods

Select Billing Periods List from the Billing Periods menu, and edit by clicking on the billing period or create new using the green New button. 

Billing periods may be set for any length of time. 

Video Version